TCV Trust & Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Sell |
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|
2025
Q1 | $802K | Buy |
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|
2024
Q4 | $828K | Sell |
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|
2024
Q3 | $847K | Buy |
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|
2024
Q2 | $752K | Buy |
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|
2024
Q1 | $747K | Sell |
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|
2023
Q4 | $737K | Sell |
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|
2023
Q3 | $809K | Hold |
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|
2023
Q2 | $858K | Sell |
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|
2023
Q1 | $983K | Buy |
|
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|
2022
Q4 | $1.06M | Sell |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.45M | Buy |
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|
2022
Q1 | $1.65M | Sell |
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|
2021
Q4 | $1.85M | Sell |
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|
2021
Q3 | $1.87M | Buy |
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|
2021
Q2 | $1.49M | Sell |
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|
2021
Q1 | $1.61M | Buy |
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|
2020
Q4 | $1.13M | Buy |
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|
2020
Q3 | $783K | Buy |
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|
2020
Q2 | $728K | Sell |
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|
2020
Q1 | $648K | Sell |
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|
2019
Q4 | $1.61M | Buy |
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|
2019
Q3 | $1.18M | Sell |
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|
2019
Q2 | $1.09M | Sell |
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|
2019
Q1 | $1.03M | Sell |
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|
2018
Q4 | $1M | Sell |
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|
2018
Q3 | $1.14M | Buy |
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|
2018
Q2 | $1.18M | Sell |
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|
2018
Q1 | $1.25M | Sell |
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|
2017
Q4 | $1.22M | Sell |
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|
2017
Q3 | $1.15M | Buy |
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|
2017
Q2 | $1.03M | Buy |
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|
2017
Q1 | $1M | Buy |
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|
2016
Q4 | $759K | Sell |
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|
2016
Q3 | $625K | Sell |
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|
2016
Q2 | $742K | Sell |
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|
2016
Q1 | $760K | Buy |
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|
2015
Q4 | $854K | Sell |
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|
2015
Q3 | $807K | Sell |
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|
2015
Q2 | $920K | Sell |
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|
2015
Q1 | $985K | Hold |
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|
2014
Q4 | $983K | Buy |
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|
2014
Q3 | $926K | Sell |
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|
2014
Q2 | $1.01M | Buy |
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|
2014
Q1 | $995K | Sell |
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|
2013
Q4 | $1.37M | Buy |
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|
2013
Q3 | $781K | Sell |
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|
2013
Q2 | $883K | Buy |
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